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  4. Step 2. Evaluate a Process for Automation

Step 2. Evaluate a Process for Automation

Before you start designing a process for automation, think about the following questions:

  • What processes are there in your company?

  • Who is responsible for the processes?

  • Which criteria are necessary and suitable to evaluate the processes?

  • How can these criteria be described clearly and comprehensively?

  • Where does the data for evaluating the processes come from?

  • Which systems and data are needed to automate the processes?

After gathering this information, you can use the default evaluation template or create your own evaluation criteria and templates to assess the feasibility and benefits of automating a process.

Step 2.1: Create an Evaluation Criterion

Create a new evaluation criterion to use during the process evaluation:

  1. Open RPA Manager.

  2. In the navigation panel, click the Process Evaluation module.

  3. Open the Evaluation Criteria view.

  4. Click Create Benefit.

    • In the Name field, write: Concurrency

    • Click the Exclude checkbox

    • In the Definition Gradation 1 field, write: Yes, allows parallel executions

    • In the Definition Gradation 2 field, write: No, only one execution at a time

  5. Click Save.

Step 2.2: Create an Evaluation Template

After you create new criteria for evaluation, create a new evaluation template that includes that criteria:

  1. In the navigation panel, click the Process Evaluation module.

  2. Open the Evaluation Templates view.

  3. Click Create.

    • In the Name field, write: My custom template

    • Scroll down and verify that the Exclude MuleSoft default evaluation criteria checkbox is unselected

    • Inside the Available qualifiers section, click the Move All (→→) button

    • Inside the Available benefits section, click the Move All (→→) button

      Note that the Concurrency criterion created in the previous step appears in this section.

  4. Click Save.

Step 2.3: Create a Process Evaluation

When creating a process evaluation, you can select the default evaluation template or a custom template you created.

To create a new process evaluation using the custom template created in the previous step:

  1. In the navigation panel, click the Process Evaluation module.

  2. Open the Process Evaluation view.

  3. Click Create.

    • In the Name field, write: MuleSoft newsletter sign-up

    • Click the Template dropdown and select My custom template

  4. Click OK.

After confirming these details, you are redirected to the evaluation view where you specify the Costs, Qualifiers and Benefits for this process:

  1. Set the Manual process execution time field to 00:10:00.

  2. In the Benefits section, set the Concurrency slider to No, only one execution at a time.

  3. Click Save.

Step 2.4: Submit the Process to Start an Automation Project

After you finish evaluating a process for automation and confirm that it is suitable, submit the process to the next step to start an automation project:

  1. In the navigation panel, click the Process Evaluation module.

  2. Open the Process Evaluation view.

  3. Search for the MuleSoft newsletter sign-up project in the process list and click the Approve (The approve icon) button.

  4. Select the Project Manager option.

  5. In the Project Manager dropdown menu, select your username.

    If your username does not show in the dropdown menu, ensure your user has the Project Management privilege.

  6. Click OK.

Next Steps

After the process evaluation finishes and the process is approved, the assigned Project Manager or Center of Excellence can start the automation project.

Continue with Step 3: Create the automation project

See Also